Portfolio Management Services (PMS)Compare Schemes
Asit C Mehta - Ace Multi-asset Portfolio vs Badjate Multicap Fund
Add SchemeGrowth of ₹1 Crore
Asit C Mehta - Ace Multi-asset Portfolio
Badjate Multicap Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.26%
0.08%
6 Months
8.39%
9.62%
1 Year
14.45%
2.22%
3 Years
20.39%
18.64%
5 Years
20.20%
16.68%
Since Inception
16.82%
18.59%
Fund Age
7 yrs 10 mo
5 yrs
AUM
₹12.77 Cr
₹159.01 Cr
Alpha – 1 Year
7.59%
−0.76%
Alpha – 3 Years
9.35%
6.74%
Information Ratio – 3 Years
0.38
0.40
Volatility – 1 Year
12.27%
25.41%
Volatility – 3 Years
16.07%
25.71%
Beta – 1 Year
1.23
1.32
Beta – 3 Years
1.51
1.31
Sharpe Ratio – 1 Year
0.74
-0.02
Sharpe Ratio – 3 Years
0.80
0.58
Worst Rolling Year
6.14%
17.76%
Value at Worst Rolling Year
₹1.06 Cr
₹1.18 Cr
Deepest Drawdown
−17.38%
−32.80%
Recovery Period
243 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
26.13%
28.84%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 22% · M 19% · S 28%
L 7% · M 14% · S 74%
Number of Stocks
23
95
Portfolio P/E
26.00
—
Top 5 Holdings
Powergrid Infrastructure Investment Trust · 9.16%
BHARAT Bond ETF - April 2033 · 6.41%
Cash & Cash Equivalent · 6.22%
Coal India Ltd · 5.62%
Piramal Pharma Ltd · 5.28%
Multi Commodity Exchange of India Ltd · 4.59%
Nuvama Wealth Management Ltd · 4.46%
Tanfac Industries Ltd · 4.23%
Garden Reach Shipbuilders & Engineers Ltd · 4.10%
Southern Petrochemicals Industries Corporation Ltd · 3.59%
Top Sectors
Financial Services · 19.94%
Power · 10.16%
Oil, Gas & Consumable Fuels · 8.91%
Healthcare · 19.11%
Capital Goods · 17.93%
Financial Services · 15.51%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
—